INVESTMENTPLANNINGFORFINANCIALPLANNERSDate: 11 - 14 September 2017

TRAINER’S PROFILE

Wan Ching began her career in a manufacturing company where she Successfully developed, Implemented and obtained a number of product and quality management system certifications including the internationally recognised ISO 9002. Since then she moved on to various international and local financial institutions in areas of insurance, investment, banking, sales, sales management and training. Wan Ching believes in continuous self-development and has embarked on a journey of further self improvements. She has obtained a number of qualifications as follows:

‣ Certified Financial Planner registered with Financial Planning Association of Singapore.

‣ Accredited Training Professional

‣ Certified NLP Master Practitioner

‣ Certified Coach Practitioner

‣ Six Seconds EQ Certified Practitioner

INTRODUCTION

Wealth Management is an area that banks are keen to tap into to help their more affluent clients make the best out of their wealth. However, with the number of investment tools available today, it is important for the Relationship Managers and those involved in the Wealth Management section to be better equipped and prepared to answer questions put forth to them by the ever increasing investment-savvy clients. Participants would also benefit from the numerous practical studies and role plays

LEARNING OBJECTIVES

By the end of this workshop, the participants: • Better understand of economic structure, government policies and how they affect the market

• Interpret various economic data on a basic level

• Understand the different types of securities markets

• Be able to describe in-depth the various types of investment products in Brunei

• Be able to explain the relationship between risk and rewards of different investment products

• Understand the various investment strategies

TARGET PARTICIPANTS • Relationship Managers • Branch Managers • Wealth Management Specialists • Dealing with customer enquiries on investments

Participants are required to have at a minimum basic knowledge of investments and have gone through the necessary investment trainings prior to attending this workshop.

REGISTRATION FORM Investment Planning for Wealth Planners

PARTICIPATION FEE

B$1,500.00 per participant (For Stakeholders only)*

B$1,800.00 per participant (For Non-Stakeholders and Public)

(Stakeholders are AMBD and all domestic banks in Brunei Darussalam)

Your fee includes a workshop manual, practical sessions, refreshments &

lunches, and certificate of attendance (for full participation). Payment must be made prior to the commencement

of the programme.

CANCELLATION:

* CIBFM operates a strict NO CANCELLATION POLICY upon receiving registration from organisations.

* CIBFM reserves the right to postpone/cancel the programme should the minimum of 10 participants are not met.

This programme is redeemable from SBS up to 25%.

VENUE OF TRAINING:

CIBFM, ILIA BUILDING, UBD CAMPUS, UBD, TUNGKU-LINK HIGHWAY, BRUNEI DARUSSALAM Tel: 2461221 / 2461223 Fax: 2461224

PLEASE REGISTER THE FOLLOWING NAMES:

SUBMIT YOUR REGISTRATION BY:

21 August 2017

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About CIBFM

ILIA, LEVEL 3, UNIVERSITI BRUNEI DARUSSALAM CAMPUS, JALAN TUNGKU-LINK BE 1410, NEGARA BRUNEI DARUSSALAM

CIBFM is the Centre of Excellence for the finance industry in Negara Brunei Darussalam. Under the purview of Autoriti Monetari Brunei Darussalam (AMBD), CIBFM plays an important role in developing the human capacity in the areas of banking, finance, leadership and management.

Accredited by Brunei Darussalam National Accreditation Council as a Training Institution, all CIBFM’s training programmes are recognised as Value Added Qualifications. In its role to enhance human capacity development, CIBFM organises high profile events in partnership with renowned institutions and the support of AMBD. CIBFM’s signature events are Leadership Conference (LeadCon) and the Brunei Darussalam Islamic Investment Summit (BIIS).